Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BRANDPOINT SERVICES 401(K) PROFIT SHARING PLAN | 401k | $6.0M | 234 | 2024 | |
| 002 | RHOMBUS SERVICES, LLC CASH BALANCE PENSION PLAN | CashBalance | $2.8M | 133 | 2024 |